IntegrationsOlostepPandaDoc
Olostep + PandaDoc

Connect Olostep and PandaDoc to Build Intelligent Automations

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Olostep

When this happens...

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PandaDoc

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Status Changed

Document Status Changed

Triggers when the document status changes.

Document Deleted

Document Deleted

Triggers when a document is deleted

Template Created

Template Created

Triggers when a template is created

Template Deleted

Template Deleted

Triggers when a template us deleted

Document Created

Document Created

Triggers when a document is Created.

Content Library Item Created

Content Library Item Created

Triggers when new content library item is created in panadoc.

Do thisActions

Action is the task that follows automatically within your Olostep integrations.

Scrape Website

Scrape Website

Fetch and extract content from a public webpage into selected formats (Markdown, HTML, text, JSON, screenshot, or PDF) using optional settings like country, wait time, parser, and image removal.

Generate AI Answer

Generate AI Answer

Query Olostep to research the web and return an AI-generated answer. Optionally format the output using a supplied JSON schema and include source URLs.

Start Crawl

Start Crawl

Start a web crawl from the given start URL to discover and collect pages up to the specified limits (max pages, depth, timeout). Optionally send a webhook when the crawl completes.

Get Crawl Info

Get Crawl Info

Retrieve crawl details and current status using the provided crawl ID.

Create Map

Create Map

Create a site map by discovering pages on a website and returning the found URLs, limited and filtered by the provided options.

Batch URL Scraper

Batch URL Scraper

Scrape up to 10,000 URLs in a single batch to retrieve page content or structured JSON. Optionally extract links and apply a parser, and select the country where the batch runs.

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Frequently Asked Questions

How do I start an integration between Olostep and PandaDoc?

To start, connect both your Olostep and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Olostep triggers actions in PandaDoc (or vice versa).

Can we customize how data from Olostep is recorded in PandaDoc?

Absolutely. You can customize how Olostep data is recorded in PandaDoc. This includes choosing which data fields go into which fields of PandaDoc, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Olostep and PandaDoc?

The data sync between Olostep and PandaDoc typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Olostep to PandaDoc?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Olostep and PandaDoc?

Yes, you can set conditional logic to control the flow of data between Olostep and PandaDoc. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Olostep

About Olostep

Olostep is a web data platform that enables developers and AI systems to search, crawl, and extract structured data from the public web at scale. It provides APIs for real-time web scraping, site crawling, batch data extraction, and AI-ready search with source grounding, making it ideal for powering AI agents, research workflows, and data pipelines.

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PandaDoc

About PandaDoc

Pandadoc is a comprehensive document management platform that streamlines the process of creating, sending, and eSigning documents online. It is designed to enhance productivity and efficiency in managing proposals, quotes, contracts, and other business documents.

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